Live Product Demonstration Video
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egister below to view the ByAllAccounts service demonstration video
.
ByAllAccounts Service Demonstration
Account Setup, Data Retrieval, Reconciliation Process
s
Traffic_Source:
sfga:
Company Name:
First Name:
Last Name:
Email Address:
Phone Number:
Target System
Please Select
AccuTrust
Advantage
Albridge
APL
APX
AssetBook
Axys
Black Diamond
Centerpiece
Charlotte
DbCAMs
Envestnet
IAS
IDS-GIM2
IM Power
InData
InfoVisa
Investigo
Money Guide Pro
Morningstar AdvisorWorkstation
Morningstar Back Office
OptimaIAS
OrionDesktop
PortfolioCenter
Principia
Proprietary
TLM;;TLM
Trust3000
Unknown
VestMark
Other
None
Firm Type:
Please Select
RIA
Advisory - Affiliated with a Broker-Dealer
Advisory - Affiliated with a Wirehouse
Advisory - Affiliated with an Independent Broker-Dealer
Asset Manager
Family Office
Broker Dealer - Home Office
Wirehouse - Home Office
Custodian
Accounting
Law
Bank
Hedge Fund
Mutual Fund
Technology Vendor
Consulting
PR/Media
Other
Trust
Endownment/Foundation
Firm AUM:
Please Select
Less than $25 Million
$25-100m
$100-300m
$300-500m
$500-700m
$700m-1B
$1B-5B
$5B-10B
More than $10 Billion
My firm does not manage assets
Do you manage your clients' held-away accounts?:
Please Select
Yes and I bill on them
Yes but I dont charge for it
No but I do monitor them
No but I am interested in starting
No and I am not interested in starting
Im not sure
Does not apply to me
Position/Role:
Please Select
Principal
Advisor
Asset Manager
Compliance
Head of Operations
Assistant/Admin
IT/Technology
Financial Planner
CPA/Accountant
Attorney
Marketing/PR
Other
Primary Business Need:
Please Select
Eliminate Manual Data Entry
Monitor Held-Away Assets
Billing on Held-Away Assets
Provide Holistic Wealth Management
Personal Trading Surveillance
Provide Higher Level Client Service
Implement Technology Solution(s)
Improve Operational Efficiency
Increase Revenue
Grow Assets Under Management (AUM)
Client Acquisition
Client Retention
Outsource Back-Office Functions
Eliminate Custody of Client Accounts
Reconciliation
Separate Account Management
Other
None
Next Technology Purchase Priority:
Please Select
Account Aggregation
Portfolio Management System
CRM
Rebalancing Software
Personal Trade Monitoring Application
Financial Planning Tool
Document Management Tool
Client Portal
Marketing Automation
Other
None
Primary Custodian:
Please Select
Fidelity
JP Morgan
Pershing
Raymond James
Schwab
TD Ameritrade
State Street
Northern Trust
BNY Mellon
Other
None